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Better Together: Marketing and CRM Combine Forces

Marketing technology firm Snappy Kraken and CRM-provider Redtail announce a new integration for advisors.

Advisors using Redtail Technology's client relationship management platform and Snappy Kraken's marketing technology will have access to a new integration unveiled today, Snappy Kraken announced. Advisors on the Snappy Kraken interface can now authenticate their Redtail account details, porting over contact and group information into the marketing platform.

"We know how important a CRM is to an advisor's marketing activity," said Robert Sofia, founder and CEO of Snappy Kraken. "Our users will appreciate the ability to easily migrate their CRM data into our marketing campaigns." The company said it has an average email open rate of above 40 percent and lead conversion rates above 9 percent, which it characterizes as "well above industry averages."

The integration comes on the heels of the launch of exclusive rights by geographic area made available to Snappy Kraken members as of late 2018. That enhancement means a member gains rights to his or her entire region, "guaranteeing" unique marketing material for the market. All materials are FINRA reviewed, the company said.

A deeper integration is in the works between Redtail and Snappy Kraken, which will include two-way syncing, added Sofia. He expects the syncing development to be complete by the end of the year.

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